Through LiftForward, financial institutions, hedge funds and asset managers can invest in loans to small and medium size businesses. Please note that at this time LiftForward only works with institutions. It is LiftForward’s policy to segment investor’s funds into separate accounts.

Investor Name

First Name

Last Name

Email Address

Phone

(###)

###

####

Business Name

Street Address

City. State Zip

Tax ID

Bank Account Information

Bank Name

Account Holder's Name

Routing Number

Account Number

Accreditation

I am an “Accredited Investor” as determined pursuant to Rule 501(a) of Regulation D under the Securities Act of 1933. More specifically, I am a bank, partnership, corporation, nonprofit or trust that:

has total assets in excess of $5 million, not formed to specifically purchase the subject securities, whose purchase is directed by a sophisticated person, or
all of our equity owners are accredited investors

Yes, I am an accredited investor